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Mastercard
MA

Overview Fund Activity

3,397 hedge funds and large institutions have $424B invested in Mastercard in 2024 Q4 according to their latest regulatory filings, with 439 funds opening new positions, 1,297 increasing their positions, 1,192 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,397
Holders Change
+285
Holders Change %
+9.16%
% of All Funds
45.21%
Holding in Top 10
327
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+20.66%
% of All Funds
4.35%
New
439
Increased
1,297
Reduced
1,192
Closed
92
Calls
$2.64B
Puts
$3.05B
Net Calls
-$415M
Net Calls Change
-$40.6M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$636M
2
Sanders Capital
Sanders Capital
Florida
+$617M
3
BlackRock
BlackRock
New York
+$606M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$481M
5
Goldman Sachs
Goldman Sachs
New York
+$469M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$4.19B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.74B
3
Capital Research Global Investors
Capital Research Global Investors
California
-$1.02B
4
Capital International Investors
Capital International Investors
California
-$676M
5
Barclays
Barclays
United Kingdom
-$402M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
1901
Wallace Capital Management
Texas
$1.33M – – –
MAWCM
1902
Mine & Arao Wealth Creation & Management
California
$1.33M -$34.2K -65 -3%
BWM
1903
Buckley Wealth Management
Nevada
$1.33M +$2.63K +5 +0.2%
PWA
1904
Providence Wealth Advisors
Illinois
$1.33M -$56.6K -110 -4%
GWA
1905
Gratus Wealth Advisors
Virginia
$1.32M -$15.3K -29 -1%
TCM
1906
Twin Capital Management
Pennsylvania
$1.32M -$38.4K -73 -3%
GF
1907
Gries Financial
Ohio
$1.32M +$17.4K +33 +1%
PPC
1908
Park Place Capital
Alabama
$1.32M +$100K +190 +8%
CSIC
1909
Clifford Swan Investment Counsel
California
$1.32M -$2.63K -5 -0.2%
CCA
1910
Childress Capital Advisors
Texas
$1.32M +$40.6K +77 +3%
SW
1911
Simplicity Wealth
New Jersey
$1.31M -$1.47M -2,798 -53%
NA
1912
Nottingham Advisors
New York
$1.31M -$5.72M -10,862 -81%
MAG
1913
MRA Advisory Group
New Jersey
$1.31M +$95.3K +181 +8%
LIM
1914
Letson Investment Management
Georgia
$1.31M +$527 +1 +0%
CH
1915
Cromwell Holdings
Wyoming
$1.31M – – –
PSP
1916
Principal Street Partners
Tennessee
$1.3M -$591K -1,123 -31%
NWM
1917
Northcape Wealth Management
New York
$1.3M – – –
AWP
1918
Accretive Wealth Partners
New Jersey
$1.3M -$6.32K -12 -0.5%
ACP
1919
Aveo Capital Partners
Colorado
$1.3M +$630K +1,197 +94%
LAI
1920
Legal Advantage Investments
California
$1.3M +$37.4K +71 +3%
HWA
1921
HMV Wealth Advisors
Louisiana
$1.3M +$1.3M +2,471 New
BCA
1922
Bay Colony Advisors
Massachusetts
$1.3M -$257K -489 -17%
Grantham, Mayo, Van Otterloo & Co (GMO)
1923
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.29M -$55.3K -105 -4%
SOAMC
1924
Spirit of America Management Corp
New York
$1.29M – – –
MGAM
1925
McGowan Group Asset Management
Texas
$1.29M -$3.69K -7 -0.3%
75 76
77
78 79